No specific orders have been finalized in the cooperation with CATL! 20CM PCB concept stock issues announcement on unusual trading activity | Post-market announcements roundup
Xinhua Media: Planning to issue shares to acquire controlling stake in Jiemian Cailianshe and suspends trading
Goldman Sachs significantly raises forecast for optical transceiver market: size may reach $148.5 billion by 2028
① High-speed products have become the core growth driver, with the market size for 800G and above optical transceivers expected to increase from $45.2 billion in 2026 to $129.5 billion in 2028; ② The expansion of AI rack-scale systems, increased penetration of ASICs, and higher optical transceiver usage per AI chip are jointly accelerating the ramp-up of demand for 1.6T and 3.2T modules; ③ The penetration rate of silicon photonics in high-speed optical transceivers continues to rise, while Co-Packaged Optics (CPO) remains primarily in the early adoption phase in the short term.
Insurance capital conducts intensive due diligence! Frequent visits to AMEC and Luxshare Precision. Institutional investors: Reassessing investment opportunities in the dividend sector with a more balanced focus.
① Industry insiders say that recent research efforts have largely focused on earnings reports. At present, the technology sector is experiencing significant volatility, and market capital is
Goldman Sachs Backs Zhongji Innolight: Accelerated Ramp-up of 1.6T Optical Modules to Drive Net Profits Well Above Market Expectations Over the Next Two Years
Goldman Sachs has issued a "Buy" rating in strong support of Zhongji Innolight, citing upside potential exceeding 200%. The firm’s core bullish thesis rests on the accelerated mass production of 1.6T optical modules and the company’s formidable competitive moat in silicon photonics technology. Goldman Sachs’ net profit forecasts for 2026 and 2027 exceed market consensus by 25% and 42%, respectively, indicating earnings expectations that significantly outpace market views. Coupled with a rapid share buyback program worth up to RMB 8 billion, these factors are expected to help restore the company’s market capitalization to the trillion-yuan mark.
Xiao K Morning Brief | Industry insiders: Approval for new capacity projects by energy storage companies temporarily suspended; Huawei updates Tao Dinglu paper
① OpenAI officially releases its next-generation flagship model, GPT-6 Astra; ② Production costs for AI-generated short dramas plummet; ③ Tesla's Robotaxi may begin 24/7 operations as early as next month.
New EV Startups Pump in 2.65 Billion! Lithium Battery Giant's Subsidiary Secures Major Investment | Selected Post-Market Announcements
Lithium-ion battery companies secure RMB 2.65 billion in strategic investment from emerging EV automakers; leading electrolyte manufacturer makes substantial progress in H-share issuance; computing power providers deeply engage in GPU power supply projects for global tech giants...
Breaking: Indium Phosphide Stock Surger Under Investigation by CSRC for Alleged Information Disclosure Violations | Post-Market Announcement Roundup
Kangxin New Materials: Under investigation by the CSRC for suspected violations of information disclosure regulations in periodic reports
Cui Dongshu: Revenue of major domestic listed automakers reached RMB 1.293 trillion in the first half of the year, with growth slowing significantly.
In the first half of 2026, China's automotive industry is undergoing a profound transformation amid intense competition in the existing market. As the penetration rate of new energy vehicles continues to rise, the sector is characterized by a divergence where revenue growth does not translate into profit growth, creating a stark contrast between thriving and struggling segments.
The first Chinese humanoid robot ETF has been listed in the United States. What are the underlying reasons?
According to Defiance ETFs, the top ten constituents of CROB are exclusively leading companies in China’s industrial supply chain: Leader Harmonious Drive, Huichuan Technology, Lingyi iTech, Sanhua, Megmeet, Hengli Hydraulic, Tuopu Group, Luxshare Precision, CATL, and Wolong Electric Drive.
Xiao K Morning Brief | OpenAI Releases GPT-6, Touted as the "World's Most Intelligent" Large Language Model; Yangtze Memory Technologies' STAR Market IPO Under Regulatory Inquiry
① China's 2026 national medical insurance price negotiations are scheduled for September 5; ② OpenAI and Anthropic experienced service outages; ③ NVIDIA RTX Spark Windows PCs will launch in October 2026.
STAR Market Evening Brief | Jingzhida Signs RMB 1.576 Billion Procurement Agreement for Semiconductor Test Equipment; Enflame Technology Allotment Results Announced
1. Huafeng Technology plans to jointly invest with related parties to establish the Changhong Sci-Tech Innovation Fund; 2. Moore Threads has already onboarded key clients in critical sectors, including leading internet companies and telecommunications carriers, in the first half of the year; 3. Fuguang Shares and Dizal Pharma have disclosed share reduction plans; 4. Kejie Intelligence won the bid for an automated logistics warehousing project for a well-known cross-border e-commerce platform in Southeast Asia.
20,657 allocations! Winning lottery numbers for the leading AI chip maker announced | Post-market announcement roundup
JCET Group: Plans private placement to raise up to RMB 6.5 billion for capacity expansion of high-performance computing advanced packaging platform and other projects
FTSE Russell Rebalances China Core Index, Adding Several Leading STAR Market Semiconductor Companies
① FTSE Russell recently announced revisions to two of its indices, which will include several leading semiconductor companies from the Chinese mainland market, including AMEC, Shengyi Technology, Hua Hong Hongli, and Montage Technology; ② A review of recent index iteration trends shows that FTSE Russell has been continuously increasing the weight of hard-tech enterprises in its core indices, with hard-tech assets gradually becoming a core allocation theme recognized by foreign investors.
Zhongji Innolight has conducted share buybacks for three consecutive days, with the total repurchase amount exceeding RMB 800 million.
① Zhongji Innolight continues to advance its share repurchase plan, executing buybacks over three consecutive trading days from September 1 to September 3. ② On September 3, the company repurchased 233,100 A-shares through the Shenzhen Stock Exchange, at a weighted average transaction price of RMB 815.0355 per share, for a total amount of RMB 190 million.
Xiao K Morning Brief | Broadcom's Q3 FY2026 Revenue Surges 86% Year-on-Year; Enflame Technology Announces IPO Allotment Ratio
1. The FTSE China A50 Index includes Advanced Micro-Fabrication Equipment and Shengyi Technology; 2. Tight supply of Taiwan Semiconductor's CoWoS packaging has shifted customer focus to Intel's EMIB-T; 3. As of August 31, Zhang Jianping is no longer among the top ten shareholders of Zhongji Innolight.
Urgent Notice for "Hot Stocks": Trading Suspension to Be Requested in Case of Further Abnormal Surges | Selected Post-Market Announcements
A market favorite surged 250% in 40 days, triggering a "trading suspension for verification" warning; a leading baijiu company repurchased shares worth RMB 98.9 million in August; a rising star in the robotics sector expanded its registered capital... Which post-market announcements deserve attention today?
0.0246%! Lottery rate for the third most expensive IPO of the year is announced | Post-market Announcement Roundup
As of August 31, Zhang Jianping has exited the list of the top ten shareholders of Zhongji Innolight. He was ranked as the ninth-largest shareholder at the end of the second quarter.
Interim dividend activity on the STAR Market heats up: 81 companies plan to distribute approximately RMB 6.7 billion in cash, with industry leaders topping the payout list.
① Under the combined influence of normalized regulatory guidance, the demonstrated resilience of listed companies' earnings, and sustained improvements in cash flow, enthusiasm for interim dividends in the A-share market continues to rise; ② A total of 81 companies listed on the STAR Market have announced their 2026 interim dividend plans, with a total dividend distribution amounting to approximately RMB 6.7 billion.
Highlights from Brokerage Morning Meetings: Market Interest in New Consumer Electronics Products Poised to Heat Up
CITIC Securities believes that market enthusiasm for new consumer electronics products is likely to intensify; Guohai Securities anticipates that renewed price hikes for MLCCs and PCBs, coupled with a wave of new product launches at the device level in September, will serve as significant catalysts; Huatai Securities observes a rebalancing trend in new fund issuances.
The World Power Battery Conference is approaching; the solid-state battery sector is poised for new catalysts.
① The 2026 World Power Battery Conference will be held in Yibin, Sichuan, from September 3 to 4, where achievements such as innovative power battery technologies and technology roadmaps will be released. ② Zhai Kun of Debang Securities pointed out that the dual drive of policy and capital is resonating, bringing the inflection point for the industrialization of solid-state batteries closer.